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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,277 | $100,911-70.0% | $90,440-66.5% | $158,966-81.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | -13.07% | 1726.62%-1739.7pp | 1294.38%-1307.4pp | 302.95%-316.0pp |
| Employer contribution / active EE | $2,862 | $3,690-22.4% | $3,263-12.3% | $4,762-39.9% |
| Participant deferral / active EE | $41 | $4,348-99.1% | $3,964-99.0% | $5,983-99.3% |
| Admin fee / account holder | $19,874 | $6,507+205.4% | $5,615+254.0% | $11,250+76.7% |